Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 762 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $9.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
241
shares
|
$18,549
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
240
shares
|
$18,472
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
230
shares
|
$17,703
0.0% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
229
shares
|
$17,626
0.0% of portfolio
|
Q3 2025
Reduced 34.94%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
224
shares
|
$17,241
0.0% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
182
shares
|
$14,008
0.0% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
179
shares
|
$13,777
0.0% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
178
shares
|
$13,700
0.0% of portfolio
|
Q3 2023
Reduced 12.32%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
173
shares
|
$13,315
0.0% of portfolio
|
Q2 2024
Added 174.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
173
shares
|
$13,315
0.0% of portfolio
|
Q2 2022
Reduced 28.51%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
170
shares
|
$13,084
0.0% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
167
shares
|
$12,853
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
153
shares
|
$11,776
0.0% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
141
shares
|
$10,852
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
140
shares
|
$10,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
140
shares
|
$10,775
0.0% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
138
shares
|
$10,621
0.0% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
122
shares
|
$9,390
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
120
shares
|
$9,236
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
108
shares
|
$8,312
0.0% of portfolio
|
Q4 2025
Reduced 11.48%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
104
shares
|
$8,004
0.0% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
101
shares
|
$7,773
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$7,697
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
100
shares
|
$7,697
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
99
shares
|
$7,620
0.0% of portfolio
|
Q3 2025
Added 1880.0%
|
|